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The perfect vendor meeting

written on November 26th, 2008 by Zach Braiker

“Business meeting in coffee shop with Windows Mobile devices” by gailjadehamilton on Flickr

(Image from Flickr: “Business Meeting in Coffee Shop with Windows Mobile devices” by gailjadehamilton)

What I look for in a face to face meeting with a vendor depends on the context of the meeting.
If I am calling a business meeting with you, I am likely doing so because you can solve a problem I can’t solve, or you can increase my efficiency.

  1. The first thing I look for is whether we are in agreement on the purpose of the meeting: Do we both want the same thing from our conversation? That’s the “what.”
  2. I next evaluate “the who.” If the meeting is important, I’ve searched online to know who I am meeting with and what matters to them.
  3. If the what and who check out, I’m on to “the how.” I want to see clear examples that demonstrate that you can do exactly what you say you can do.
  4. Next,  “when and how much.” I am looking for transparency and candor here.
  5. If I’m really interested, I’ll want it faster. And if we’ve never worked together, I will look for ways to mitigate risk.

This post was inspired by Andrew Clark’s comment yesterday: “So you’ve covered ‘online…’ Where (or what) do you look at when meeting someone for the first time (face to face)? Where do you keep your “About me” page?”

For a blog post on great meetings see this one.

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Zach Braiker

This blog analyzes where social media culture and business converge. Zach Braiker is the CEO of Refine & Focus a social media agency and an adjunct professor of social media at Emerson College.

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